Tax Planning for High-Income Individuals

Hidden taxes and phaseouts can quietly erode a client’s investment returns and long-term wealth strategy. In this session, we will cover high wealth tax planning strategies to reduce investment-related tax costs. We will discuss planning to minimize net investment income tax exposure, optimize asset location across different retirement account options, and manage stealth taxes and phaseouts through proactive income and deduction planning. This session isn't about avoiding taxes; it's about strategic control of wealth.

Objectives

Upon completion of this session, you will be able to:

• Evaluate and implement tax-efficient investment strategies to minimize exposure to the net investment income tax (NIIT)
• Optimize asset location across taxable, tax-deferred and Roth accounts
• Identify and mitigate stealth taxes and phaseouts, including alternative minimum tax (AMT) triggers, qualified business income (QBI) limitations and education credit cliffs through proactive income and deduction planning

CPE